The Drill Down

Cory Johnson

The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.

Last refreshed: July 6th, 2025 at 11:18 PM ⓘ

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Episodes

Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE)

Instant analysis of Lumentum ($LITE) Q4 earnings, as we hear from CEO Alan Lowe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 14, 2024•8 min•Season 2Ep. 193

Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)

Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Trade Desk #Earnings @Trade Desk $TTD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Aug 09, 2024•5 min•Season 2Ep. 189

Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)

Instant analysis of SoundHound AI ($SOUN) Q2 earnings, as we hear from CEO Keyvan Mohajer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #SoundHound AI #Earnings @SoundHound AI $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm...

Aug 09, 2024•6 min•Season 2Ep. 191

Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials ($TTWO)

Instant analysis of Take Two Interactive ($TTWO) Q1 2025 earnings, as we hear from CEO Strauss Zelnick. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Take Two Interactive #Earnings @Take Two Interactive $TTWO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad ...

Aug 09, 2024•8 min•Season 2Ep. 191

Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)

Instant analysis of Datadog ($DDOG) Q2 earnings, as we hear from CEO Olivier Pomel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 08, 2024•6 min•Season 2Ep. 186

Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)

Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Applovin #Earnings @Applovin $APP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 08, 2024•5 min•Season 2Ep. 187

Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)

Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #IONQ #Earnings @IONQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 07, 2024•6 min•Season 2Ep. 186

Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)

Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #HubSpot #Earnings @HubSpot $HUBS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 07, 2024•6 min•Season 2Ep. 185

Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)

Instant analysis of Shopify ($SHOP) Q2 earnings, as we hear from CEO Tobi Lutke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 07, 2024•7 min•Season 2Ep. 184

Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)

Instant analysis of Rivian Automotive ($RIVN) Q2 earnings, as we hear from CEO RJ Scaringe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Rivian Automotive #Earnings @Rivian Automotive $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit meg...

Aug 07, 2024•5 min•Season 2Ep. 183

Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI)

Instant analysis of Super Micro Computer ($SMCI) Q2 earnings, as we hear from CEO Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Super Micro Computer #Earnings @Super Micro Computer $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices...

Aug 07, 2024•5 min•Season 2Ep. 182

Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)

Instant analysis of Fortinet ($FTNT) Q2 earnings, as we hear from CFO Keith Jensen More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 06, 2024•5 min•Season 2Ep. 181

Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)

Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaph...

Aug 06, 2024•5 min•Season 2Ep. 180

Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)

Instant analysis of Uber Technologies ($UBER) Q2 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Uber Technologies #Earnings @Uber Technologies $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Vis...

Aug 06, 2024•4 min•Season 2Ep. 182

Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)

Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Palantir Technologies #Earnings @Palantir Technologies $PLTR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more...

Aug 06, 2024•5 min•Season 2Ep. 178

Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)

Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adch...

Aug 06, 2024•5 min•Season 2Ep. 177

Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO)

Instant analysis of Twilio ($TWLO) Q2 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Aug 02, 2024•5 min•Season 2Ep. 176

Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET)

Instant analysis of Cloudflare ($NET) Q2 earnings, as we hear from CEO Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Aug 02, 2024•6 min•Season 2Ep. 175

Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP)

Instant analysis of Snap ($SNAP) Q2 earnings, as we hear from CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 02, 2024•6 min•Season 2Ep. 174

Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN)

Instant analysis of Amazon.com ($AMZN) Q2 earnings, as we hear from CEO Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Aug 01, 2024•6 min•Season 2Ep. 173

Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC)

Instant analysis of Intel ($INTC) Q2 earnings, as we hear from CEO Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 01, 2024•6 min•Season 2Ep. 172

Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL)

Instant analysis of Apple ($AAPL) Q2 earnings, as we hear from CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 01, 2024•6 min•Season 2Ep. 171

Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY)

Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Mobileye Global #Earnings @Mobileye Global $MBLY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit m...

Aug 01, 2024•6 min•Season 2Ep. 170

Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX)

Instant analysis of Lam Research ($LRCX) Q4 earnings, as we hear from CEO Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Lam Research #Earnings @Lam Research $LRCX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/ad...

Aug 01, 2024•6 min•Season 2Ep. 169

Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM)

Instant analysis of Arm PLC ($ARM) Q2 earnings, as we hear from CEO Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Arm PLC #Earnings @Arm PLC $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 31, 2024•6 min•Season 2Ep. 171

Drill Down Earnings, Ep. 167: Meta Platforms Q2 earnings essentials ($META)

Instant analysis of Meta Platforms ($META) Q2 earnings, as we hear from CEO Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Meta Platforms #Earnings @Meta Platforms $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphon...

Jul 31, 2024•7 min•Season 2Ep. 167

Drill Down Earnings, Ep. 166: Qualcomm Q3 earnings essentials ($QCOM)

Instant analysis of Qualcomm ($QCOM) Q3 earnings, as we hear from CEO Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Jul 31, 2024•5 min•Season 2Ep. 166

Drill Down Earnings, Ep. 165: Western Digital Q2 earnings essentials ($WDC)

Instant analysis of Western Digital ($WDC) Q2 earnings, as we hear from CEO David Goeckeler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Western Digital #Earnings @Western Digital $WDC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megapho...

Jul 31, 2024•6 min•Season 2Ep. 165

Drill Down Earnings, Ep. 164: Microsoft Q4 earnings essentials ($MSFT)

Instant analysis of Microsoft ($MSFT) Q4 earnings, as we hear from CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Microsoft #Earnings @Microsoft $MSFT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Jul 31, 2024•6 min•Season 2Ep. 164

Drill Down Earnings, Ep. 163: AMD Q2 earnings essentials ($AMD)

Instant analysis of AMD ($AMD) Q2 earnings, as we hear from CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 2024•5 min•Season 2Ep. 163

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